Industry description
The investment seeks long-term capital appreciation, with dividend income a secondary consideration.
Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small market capitalization companies. It pursues long-term capital appreciation in the small capitalization market while seeking to incur less risk than the small capitalization market. The fund invests in a select group of small market capitalization companies believed by the fund's subadviser to possess sustainable competitive advantages at prices the subadviser deems attractive.
Market Cap
The average market capitalization across the Virtus KAR Small-Cap Core R6 MF is 8.84B. The market cap for tickers in the group ranges from 4.19B to 16.17B. EME holds the highest valuation in this group at 16.17B. The lowest valued company is GOLF at 4.19B.
Volume
The average weekly volume growth across all stocks in the Virtus KAR Small-Cap Core R6 MF was 42%. For the same stocks of the MF, the average monthly volume growth was 33% and the average quarterly volume growth was 93%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 74
P/E Growth Rating: 44
Price Growth Rating: 46
SMR Rating: 40
Profit Risk Rating: 12
Seasonality Score: 44 (-100 ... +100)